Wrap up before you fly home

The wrap-up ritual is the model’s non-negotiable: every contact reviewed, every question answered, before you’re home. This is the operational version — what to tap, in what order, in the twenty minutes you have at the gate.

You’ll need: the Event’s contacts captured during the show, and a seat in the departure lounge.

1. Open the flow

Go to the Event and tap Wrap up event. You get:

• the progress bar — N of M reviewed — your finish line
• the contact list, pending on top, completed below, with search
• autosave everywhere — a boarding call costs you nothing

2. Work the pending list, top to bottom

Expand a contact. For each label group, the screen asks its question — answer with a tap:

1. Did they engage? If the honest answer is Didn’t engage or No show — tap it and you’re done with this contact. The remaining questions mark themselves not-applicable; the honest no costs one tap. Next contact.
2. How deeply? Who are they to us? What happened? For real conversations, answer each. You captured anchors on the floor; this is where they become a qualified record.
3. Remembered something? The quick-note button on each contact takes text or voice without leaving the flow — “promised Sarah pricing by Friday” goes in now, next to Sarah, not into a notes app you’ll never reconcile.

The rhythm matters more than any single answer: contact, taps, next. Forty contacts is genuinely about twenty minutes once you’re moving.

3. Finish means 100%

The Event is wrapped when the progress bar says every contact is reviewed. If the Event syncs to HubSpot, each contact you complete queues for sync as you go — contacts, labels, and notes are landing in the CRM while you board.

Two things happen at 100% that don’t happen at 90%:

• The numbers become claimable. “17 qualified of 43” is only true if all 43 were reviewed — including the ones that were honestly Didn’t engage.
• The follow-up list becomes clean. Every no you recorded is a follow-up nobody wastes an hour on next week.

For managers: the team wrap-up

On a team Event, wrap-up completion is your accountability surface:

• Each rep reviews their contacts; you can see whose reviews are outstanding. The norm to set — verbatim, it works: “the Event isn’t over when the booth closes; it’s over when the wrap-up hits 100%.”
• Pair it with the Event feedback survey (conversation quality, lead-count estimate, what worked) — answers aggregate across the team and export to CSV for the post-event readout, and feedback syncs to HubSpot as a note on the Event’s record.

After the wrap-up

Two stages remain, and both are easier tonight than Monday:

• Record the debrief — one spoken recap of the day; it catches the people and promises that never made it into a capture.
• Check Today — the follow-ups you created during the wrap-up are already bucketed and dated. Day-1 follow-ups go out tomorrow morning, and the cadence template has the rest of the schedule.